Top Candidate Thesis Board
No candidates passed the current paper-policy gates.
Required Component Coverage
This matrix shows whether each required model family is present, current, and eligible across the current top candidates before the full evidence sections begin.
| Component | Present | Current | Eligible | Missing | Avg Confidence | Net Weighted Signal |
|---|---|---|---|---|---|---|
| Markov State Blend | 0/0 | 0/0 | 0/0 | 0 | 0.0000 | |
| Fundamental Value | 0/0 | 0/0 | 0/0 | 0 | 0.0000 | |
| Governance Risk | 0/0 | 0/0 | 0/0 | 0 | 0.0000 | |
| Liquidity Dilution Risk | 0/0 | 0/0 | 0/0 | 0 | 0.0000 | |
| Neural Market Horizon | 0/0 | 0/0 | 0/0 | 0 | 0.0000 | |
| News Event Intelligence | 0/0 | 0/0 | 0/0 | 0 | 0.0000 |
Stock Opportunity Ensemble: 2026-07-17
Run: stock_opportunity_daily_20260719T015448Z
Research output only. Scores, ranks, and paper candidates are model observations, not trade instructions.
End-Of-Day Contract
- Completed source-data cutoff:
2026-07-17 - This report runs after the daily data-lake refresh and the Markov Stock State Engine finish.
- Ensemble champion:
transparent_stock_opportunity:restoration_v4 - Paper-strategy policy:
top_ranked_long:seed_v1 - Paper-strategy activation:
active - Activation reason:
All required deep-dive components have current eligible evidence for every provisional paper candidate. - Ranked eligible symbols:
2,299 - Paper-strategy research candidates:
0
Data Source And Decision Flow Map
This map is part of the report contract. It shows what data enters the foundation, which application or model uses it, what that model decides, and where the decision appears in the stock value report.
flowchart LR
classDef source fill:#eef6ff,stroke:#2d6a9f,stroke-width:1px,color:#10253f
classDef storage fill:#f7f7fb,stroke:#6b7280,stroke-width:1px,color:#111827
classDef weighted fill:#e8f7ed,stroke:#247a3d,stroke-width:2px,color:#0f2f1a
classDef review fill:#fff7df,stroke:#b7791f,stroke-width:2px,color:#3b2600
classDef gap fill:#fdecec,stroke:#b42318,stroke-width:2px,color:#4a0f0b
classDef decision fill:#efe7ff,stroke:#6d28d9,stroke-width:2px,color:#24104f
classDef output fill:#e7f0fa,stroke:#1f4e79,stroke-width:2px,color:#172033
classDef control fill:#f0fdfa,stroke:#0f766e,stroke-width:2px,color:#12312f
subgraph S["Source systems - what data enters the lake"]
FMP["FMP API: prices, profiles, statements, ratios, fundamentals, analyst data, news"]
SEC["SEC EDGAR/data sets: submissions, filing text, XBRL company facts, statement data sets"]
NEWS["News APIs/feeds: FMP news/press releases, NewsAPI, NewsData, GDELT opt-in discovery smoke, factual events, opinion, forecasts, publisher and author attribution"]
GOV["Government disclosures: congressional and government buy/sell filings"]
OFFGOV["Official government APIs: Congress.gov bills/members/committees, Regulations.gov dockets/documents/comments, OpenFEC candidates/committees/finance"]
MACRO["FRED/ALFRED and BEA: macro vintages, Census-mirrored economic indicators, economic accounts, input-output tables"]
BLS["BLS Public Data API: CPI, PPI, unemployment, payrolls, wages, JOLTS, sector employment and sector wages"]
TREASURY["Treasury Fiscal Data API: public debt, receipts, outlays, customs duties"]
CENSUS["Census EITS API: 176 direct retail, manufacturing, wholesale, 57-series QSS services, VIP construction, BFS formation, housing, and trade series"]
FACTORSRC["Kenneth French Data Library: Fama/French daily factor returns and momentum"]
ENERGY["EIA and commodity sources: oil/gas prices, production, inventories, refinery utilization, fuel prices, power prices, generation mix"]
CFTC["CFTC Public Reporting: COT futures positioning and commodity trader categories"]
FUTURES["Databento: CME Globex futures curves, definitions, daily bars, statistics"]
TRADE["UN Comtrade and OECD TiVA: commodity trade flows, partner shares, value-added dependency"]
IDS["OpenFIGI and GLEIF: security identifiers, LEI entities, parent/child relationships"]
LEGACY["Legacy local raw data: migrated API extracts and seed datasets"]
end
subgraph L["Foundation storage and controls"]
RAW["D:/DataLake/raw + audit logs: immutable responses, request fingerprints, cache hits, rate limits"]
CURATED["D:/DataLake/curated + PostgreSQL: normalized tables, current views, source cutoffs"]
CONTRACT["research.component_signal: score, confidence, horizon, freshness, eligibility"]
GRAPHSTORE["Graph tables: core.entity, relationships, evidence, entity_exposure_signal"]
SCHEDULECTRL["5 PM scheduled chain: raw update, curation, applications, reports, health"]
CREDCTRL["Credential readiness, provider smokes, source checks, raw-asset source readiness, and redacted .env hygiene: catalog.source_credential_ref + .env; research.source_readiness_operator_view tracks 36 sources; 23/23 tracked credential slots configured"]
RATECTRL["Provider rate and bandwidth controls: source_rate_policy, request leases, dynamic delay, 30-day byte guard"]
DEDUPCTRL["No-repeat controls: request_cache, fetch_coverage, task idempotency, raw fingerprints"]
APPSTEPLOG["Scheduled application summaries: per-step JSON status, command, duration, failure details"]
SQLSTATCTRL["SQL-backed dataset stats refresh: ANALYZE core.sec_company_fact and core.sec_filing_history before freshness reporting"]
HEALTHCTRL["Pipeline health: scheduled task, worker runs, queue, source-access checks, source readiness, all-provider usage, provider runtime slots/backoff, credential readiness, report freshness, scheduler/result recovery"]
PUBLICGUARD["Public report guard: stable HTML files in D:/Public Reports; no dated buildup; no docx accumulation"]
end
subgraph W["Weighted today in champion rank"]
MARKOV["Markov Stock State Engine: multi-horizon state probabilities and expected returns"]
NEURAL["Neural Horizon Overlay: visible neural up/flat/down probabilities"]
FUND["Fundamental Research: valuation, quality, liquidity, dilution, peer context"]
GOVRISK["SEC/Governance Aggregate: current governance_risk component"]
NEWSAGG["News/Event Aggregate: current news_event_intelligence component"]
GOVSIGNAL["Government Trade Signal: recent buy/sell pressure and filer track record"]
end
subgraph V["Visible in reports or training, not fully weighted yet"]
SECDETAIL["SEC Modular Families: accounting, dilution, insider, control, related-party, distress, cyber/legal"]
NEWSDETAIL["News Event Families: earnings, analyst revision, issuer release, corporate action, regulatory, product, labor, macro-sector; latest full-history corpus has 1,576,229 articles and 1,410,354 event rows"]
FORECASTER["Forecaster Reliability Overlay: 882,046 forecast evidence rows, 2,619,863 matured outcomes, and 3,980 review-only overlay signals"]
RELGRAPH["Relationship Graph: company, sector, person, policy, macro, commodity, supply-chain context, SEC/news, macro/source, and price/volume ontology concepts; latest graph has 152,467 entities, 1,260,888 active relationships, 1,089,477 evidence rows, and 3,656,243 exposure signals"]
GOVPOLICY["Official Government Policy Graph: Congress.gov 119th bills, Regulations.gov documents, and OpenFEC candidates; latest bounded raw-asset ingest parsed 20 records into 60 entities and 40 source-supported relationships"]
RELTRAIN["Relationship Weight Training App: persisted readiness report, 56 families, 2,297,121 feature observations, 348,366 matured outcomes, 673,579 review-only component signals; no trained promotion until enough distinct dates mature"]
RELSCORE["Relationship Exposure Score: 673,579 review-only component_signal rows through 2026-06-21"]
VISAPP["Stock Decision Visibility Models: publishes disabled review-only component_signal rows; latest refresh added macro, Census, energy, BEA, identity, SEC XBRL/segment, ownership, and analyst/forecaster visibility"]
MACROVIEW["Macro Regime Pressure Score: rates, inflation, growth, dollar, credit, recession exposure; 452,703 review-only component rows"]
CENSUSVIEW["Census Activity Pressure Score: Census-only retail, services, construction, inventory, trade, and business-formation exposure; 106,956 review-only component rows"]
BLSLABOR["BLS Sector Labor Signals: 28 sector employment/wage series mapped to labor-market and labor-cost graph targets"]
ENERGYVIEW["Energy/Commodity Exposure Score: EIA price, supply, inventory, refinery, consumption, and generation pressure by company/sector relationship; 71,700 review-only component rows"]
BEAVIEW["BEA Supply Chain Pressure Score: input-output dependency and shock-propagation proxy; 16,288 review-only component rows"]
TRADEVIEW["Trade/Value-Chain Graph: country-commodity flows, year-over-year trade-flow changes, and country-country value-chain share edges; UN Comtrade has 763 keyed 2023-2024 observations, 520 current YoY comparisons, 1,524 trade-flow relationships, and 31 commodity-map relationships"]
IDVIEW["Identity/Corporate Structure Risk: FIGI, LEI, ISIN, issuer/security and parent-child complexity"]
SECXBRLVIEW["SEC XBRL Reconciliation Signal: companyfacts versus fundamentals and anomaly flags"]
SECSTMTDATA["SEC Statement Data Sets: active-CIK statement facts and segment dimensions"]
SECNOTESDATA["SEC Statement Notes Data Sets: monthly text/numeric note facts, dimensions, risk and valuation tags"]
SECNOTESMODEL["SEC Notes Signal Model: related-party, debt/liquidity, legal, dilution, concentration, accounting and segment note signals"]
OWNERCONTROL["Beneficial Ownership Control Signal: large-holder concentration, control risk, and recent holder support"]
ANALYSTVIEW["Analyst/Forecaster Alpha: upgrades, targets, firms, authors, and realized forecast skill"]
VALDATA["Valuation Data Foundation: access audit and normalized missing-data landing tables"]
FMPBULKDATA["FMP Bulk Data Foundation: EOD, profiles, statements, TTM metrics, ratings, scores, peers, analyst bulk"]
FACTORDATA["Factor Data Foundation: Fama/French 3-factor, 5-factor, momentum history"]
FORWARDEST["Forward Estimates: FMP analyst estimates plus Alpha Vantage revision drift"]
CAPRETURN["Capital Return: dividends plus direct SEC buyback flow evidence"]
OWNERSHIPMA["Ownership/M&A: beneficial ownership, control-change filings, M&A event seed data"]
COTPOS["Commodity Positioning: CFTC COT producer, swap, managed-money and CIT pressure"]
FUTURECURVE["Futures Curve Foundation: Databento GLBX continuous-rank definitions, daily bars, and statistics for energy/metals/grains; 32,894 bars through 2026-06-19, 15,499 statistics rows, 192 definition rows"]
COMMODITYVAL["Commodity Carry/Value Score: futures curve trend/backwardation projected through company-commodity relationships"]
COMMODITYINV["Commodity Inventory + Positioning Value: EIA inventory/energy state plus CFTC COT through company-commodity relationships"]
PRICEFACTOR["Historical Price Factor Lab: old price-history momentum, reversal, volatility, trend and liquidity alpha"]
HISTALPHA["Historical Alpha Model Lab: fundamentals, earnings surprises, dividends, and SEC filing-event alpha"]
VALAPP["Stock Valuation Model Lab: disabled review-only valuation-school component_signal rows"]
OUTCOME["Generic Component Outcome Sync: evaluates eligible/review signals against curated price history"]
RESTACK["Research Stack Trainer: exploratory nonnegative weights across review-only and champion components"]
RELMULT["Relative/Peer Multiples: market and comparable-company cheapness"]
CASHVAL["Cash Flow/Residual/GARP: FCF yield, economic-profit proxy, growth at reasonable price"]
ASSETVAL["Asset/Net Cash/Shareholder Yield: book value, net cash, dilution, capital return proxy"]
GRAHAMVAL["Graham Deep Value: Graham-number margin plus SEC net-current-asset cushion"]
QUALITYVAL["Quality/Distress/Sector Value: compounder, capital efficiency, value-trap guardrails"]
CLASSICVAL["Classic Value Screens: Magic Formula, Piotroski proxy, Altman proxy, Beneish proxy"]
FACTORVAL["Factor Tilt Models: value, profitability, conservative investment, size, balance-sheet strength"]
FACTORATTR["Factor Attribution Model: realized factor exposure, residual returns, and regime validation"]
INCOMEVAL["Dividend/Income Value: dividend events, consistency, cash-flow support, leverage safety"]
BUYBACKVAL["SEC Buyback Capital Return: direct repurchase facts, yield proxy, issuance and share-count context"]
FORWARDVAL["Forward Estimate Value: analyst forward EPS yield, growth, breadth, dispersion"]
COSTCAP["Cost Of Capital Adjusted Value: valuation yield and returns versus risk-free rate, credit spread, beta, and sector WACC prior"]
REVDCF["Reverse DCF Value: implied growth hurdle versus analyst/fundamental growth and terminal-growth proxy"]
EXPLDCF["Explicit Scenario DCF: bear/base/bull five-year cash-flow-yield DCF proxy"]
SECFINQUAL["SEC Statement Financial Quality: annual SEC facts, Piotroski flags, accruals, receivables/inventory/margin/leverage deltas"]
SECALTMAN["SEC Statement Altman Solvency: annual SEC working-capital, EBIT, market-equity/liabilities, sales/assets factors"]
SECBENEISH["SEC Statement Beneish Accounting Quality: annual SEC M-score indices, accruals, and manipulation-risk evidence"]
SEGMENTFOUND["SEC Segment/SOTP Visibility: dimensional segment facts, revenue-axis concentration, and SOTP feature readiness"]
SEGMENTVAL["SEC Segment SOTP Value: revenue-axis diversification plus valuation/cash-flow/balance-sheet overlay"]
MNAVAL["M&A Private-Market Activity: target/acquirer/sector events with fundamental context; no deal multiples yet"]
MOMCONFIRM["Value + Momentum Confirmation: valuation/quality checked against Markov return pressure"]
end
subgraph N["Promotion gates and next upgrades"]
RELPROMOTE["Relationship Exposure Promotion: enable only after validated outcomes and reviewed weights; current gate is minimum_training_dates_not_met"]
MACROPROMOTE["Macro Promotion: train point-in-time outcomes and reviewed weights"]
CENSUSPROMOTE["Census Activity Promotion: validate Census-only demand, construction, trade, and business-formation exposures"]
ENERGYPROMOTE["Energy/Commodity Promotion: validate producer-benefit and input-cost pressure"]
BEAPROMOTE["BEA Supply Chain Promotion: replace keyword proxy with mapped upstream/downstream graph"]
TRADEPROMOTE["Trade/Value-Chain Promotion: train country/commodity and value-added exposure weights"]
IDPROMOTE["Identity Risk Promotion: validate which structure flags predict risk or coverage problems"]
SECXBRLPROMOTE["SEC XBRL Promotion: validate anomaly flags against forward returns and restatement risk"]
SEGMENTPROMOTE["Segment/SOTP Promotion: validate segment deterioration and sum-of-parts valuation features"]
OWNERPROMOTE["Ownership Control Promotion: train holder-level outcomes before weight promotion"]
ANALYSTPROMOTE["Analyst Alpha Promotion: promote only reliable forecaster groups with enough samples"]
PRICEPROMOTE["Historical Price Factor Promotion: require stable out-of-sample lift beyond Markov/neural"]
ALPHAPROMOTE["Historical Alpha Promotion: require stable out-of-sample lift by family, sector, and horizon"]
FACTORPROMOTE["Factor Attribution Promotion: validate residual alpha beyond Markov/neural and price-factor overlap"]
COMMODITYPROMOTE["Commodity Carry Promotion: validate curve-shape, input-cost, and producer-benefit outcomes"]
VALPROMOTE["Valuation School Promotion: constrained-stack validation by sector, regime, and horizon"]
STACKPROMOTE["Research Stack Promotion: require enough distinct dates, out-of-sample lift, and operator review"]
SCOREHIST["Score History Readiness: research.stock_opportunity_score_history_readiness_operator_view; 11 eligible dates, all scored, 0 missing score symbols"]
COVERAGETRIAGE["Component Coverage Triage: research.component_signal_promotion_triage_operator_view; 26 review-only outcome-covered rows split into 5 positive candidates, 7 inverse/risk-orientation candidates, 14 stack-validation rows, 0 low-sample rows"]
PROMOREADY["Model Promotion Readiness: 13 tracked rows, 1 research-stack challenger ready; stop-loss priorities + selector blueprint + selector matrix show 41 review-only case/blueprint rows, 5 matrix groups, 17 backfill buckets, 24 date-gated rows, and 120 review-only feature-policy rows"]
TRAINSTATUS["2026-06-21 Training Promotion Status: no champion promotion; five research challengers refreshed; h21 all-current challenger ready for operator review but still research-only"]
VALDATAGAP["Remaining Valuation Data Gaps: statement-grade FCFF/FCFE DCF paths, normalized segment financial history, repurchase authorizations/share-retirement history, pre-2024/additional-instrument curve backfills, reserves/cost curves, richer transaction terms and multiples"]
FMPBULKGAP["FMP Bulk Operationalization: entitlement active; schedule EOD/current bridges and monitor fallback symbol-level calls"]
end
subgraph D["Decision and output layer"]
ENSEMBLE["Stock Opportunity Ensemble: champion weights, missingness, eligibility, rank, thesis"]
PAPER["Paper Strategy Ledger + Optimizer: top <=15 shortlist, positions, outcomes, stop-loss selector blueprint, and challenger strategy tests"]
THESISBOARD["Report Thesis + Decision Matrix: why/why-not, data used, model impact"]
WATERFALL["Component Contribution Waterfall: weighted champion impact"]
REVIEWBOARD["Review-Only / Under-Used Evidence Board: SEC, news, valuation, macro/graph, identity, historical labs"]
REPORT["D:/Public Reports/Stock_Value_Report_Deep_Dive.html: primary stable daily report"]
HTML["D:/Public Reports/Stock_Value_Report_Data_Flow.html: diagram-first operating map"]
PROMOREPORT["D:/Public Reports/Model_Promotion_Readiness.html: promotion gates, ready challengers, component input triage, blockers, and review checklist"]
SOURCEREPORT["D:/Public Reports/Source_Readiness.html: source coverage, credential slots, access checks, smokes, rate policies, and raw assets"]
COVERAGEREPORT["D:/Public Reports/Component_Signal_Coverage.html: component_signal, matured outcomes, training-coverage highlights, and review-only promotion triage by component/horizon"]
APPHEALTHREPORT["D:/Public Reports/Application_Run_Health.html: application run status, degraded reasons, recovered failures, and operator actions"]
STORAGEREPORT["D:/Public Reports/Data_Lake_Storage_Health.html: D-drive capacity, D:/DataLake footprint, public report footprint, Docker storage footprint, and PostgreSQL logical size"]
FRESHREPORT["D:/Public Reports/Data_Lake_Freshness.html: raw source landing freshness, provider activity, curated dataset freshness, and operator actions"]
EFFREPORT["D:/Public Reports/Provider_Request_Efficiency.html: source/endpoint cache hit rates, remote calls, repeated fingerprints, failures, rate limits, entitlement recovery, bandwidth, and operator actions"]
HEALTHREPORT["D:/Public Reports/Pipeline_Health.html: stable dashboard for scheduler recovery, queue state, source/provider guardrails, report freshness, and schema checks"]
MACHINE["Machine outputs: parquet, json, csv, SQL views for apps and AI"]
end
FMP --> RAW
SEC --> RAW
NEWS --> RAW
GOV --> RAW
OFFGOV --> RAW
MACRO --> RAW
BLS --> RAW
TREASURY --> RAW
CENSUS --> RAW
FACTORSRC --> RAW
ENERGY --> RAW
CFTC --> RAW
FUTURES --> RAW
TRADE --> RAW
IDS --> RAW
LEGACY --> RAW
SCHEDULECTRL --> RAW
SCHEDULECTRL --> APPSTEPLOG
CREDCTRL -. "blocks required missing credentials; surfaces optional gaps, source checks, and landed raw-asset evidence" .-> RAW
RATECTRL -. "paces provider calls across parallel workers" .-> RAW
DEDUPCTRL -. "prevents repeated historical calls" .-> RAW
RAW --> CURATED
CURATED --> CONTRACT
CURATED --> GRAPHSTORE
RAW --> HEALTHCTRL
CURATED --> HEALTHCTRL
APPSTEPLOG --> HEALTHCTRL
CURATED --> MARKOV
MARKOV --> NEURAL
CURATED --> FUND
CURATED --> GOVRISK
CURATED --> NEWSAGG
CURATED --> GOVSIGNAL
MARKOV --> CONTRACT
NEURAL --> CONTRACT
FUND --> CONTRACT
GOVRISK --> CONTRACT
NEWSAGG --> CONTRACT
GOVSIGNAL --> CONTRACT
SEC --> SECDETAIL
NEWS --> NEWSDETAIL
NEWSDETAIL --> FORECASTER
CURATED --> RELGRAPH
GRAPHSTORE --> RELGRAPH
OFFGOV -. "verified source access; next extraction layer" .-> GOVPOLICY
GOVPOLICY -. "policy, politician, committee, docket, donor relationships" .-> RELGRAPH
RELGRAPH --> RELTRAIN
SECDETAIL -. "visible, review-only" .-> REPORT
NEWSDETAIL -. "visible, mostly unweighted" .-> REPORT
FORECASTER -. "visible, review-only" .-> REPORT
RELGRAPH -. "context, not champion-weighted" .-> REPORT
RELTRAIN -. "training gate" .-> MACHINE
RELTRAIN -. "review-only bridge" .-> RELSCORE
CURATED --> VISAPP
RELSCORE -. "disabled for rank cutoff" .-> CONTRACT
RELSCORE -. "promote when validated" .-> RELPROMOTE
MACRO --> MACROVIEW
BLS --> BLSLABOR
BLS -. "mapped inflation and aggregate labor contributors; latest-revised, not vintage-safe" .-> MACROVIEW
BLSLABOR -. "30 latest labor target signals; sector labor cost/activity context" .-> MACROVIEW
BLSLABOR -. "sector/company labor-market and labor-cost edges" .-> RELGRAPH
TREASURY -. "mapped fiscal/debt/tariff contributors; inferred fiscal edges review-only" .-> MACROVIEW
CENSUS -. "direct EITS live; 176 series / 90,060 stored observation-vintage rows; QSS expanded to 57 service categories, plus retail, manufacturing, wholesale, VIP construction, BFS formation, housing, and trade; FRED mirrors already mapped" .-> MACROVIEW
CENSUS --> CENSUSVIEW
ENERGY --> ENERGYVIEW
MACRO -. "BEA input-output" .-> BEAVIEW
TRADE -. "Comtrade and TiVA" .-> TRADEVIEW
IDS --> IDVIEW
SECDETAIL --> SECXBRLVIEW
SEC --> SECSTMTDATA
SEC --> SECNOTESDATA
SECSTMTDATA --> SECXBRLVIEW
SECNOTESDATA --> SECDETAIL
SECNOTESDATA --> SECXBRLVIEW
SECNOTESDATA --> SECNOTESMODEL
SECNOTESMODEL --> SECDETAIL
FORECASTER --> ANALYSTVIEW
CURATED --> VALDATA
FMP --> FMPBULKDATA
FMPBULKDATA --> VALDATA
FMPBULKDATA -. "reduces symbol-by-symbol pulls; remaining work is scheduling and fallback monitoring" .-> FMPBULKGAP
CURATED --> FACTORDATA
FACTORSRC --> FACTORDATA
FMP --> VALDATA
CFTC --> VALDATA
FUTURES --> VALDATA
VALDATA --> FORWARDEST
VALDATA --> CAPRETURN
SECSTMTDATA --> CAPRETURN
VALDATA --> OWNERSHIPMA
VALDATA --> COTPOS
VALDATA --> FUTURECURVE
FUTURES --> FUTURECURVE
OWNERSHIPMA --> OWNERCONTROL
VISAPP --> MACROVIEW
VISAPP --> CENSUSVIEW
VISAPP --> ENERGYVIEW
VISAPP --> BEAVIEW
VISAPP --> IDVIEW
VISAPP --> SECXBRLVIEW
VISAPP --> SEGMENTFOUND
VISAPP --> OWNERCONTROL
VISAPP --> ANALYSTVIEW
FORWARDEST --> ANALYSTVIEW
COTPOS --> ENERGYVIEW
FUTURECURVE --> ENERGYVIEW
FUTURECURVE --> VALAPP
FUTURECURVE --> COMMODITYVAL
RELGRAPH --> COMMODITYVAL
TRADEVIEW --> RELGRAPH
TRADEVIEW --> GRAPHSTORE
CURATED --> PRICEFACTOR
CURATED --> HISTALPHA
SECDETAIL --> HISTALPHA
CURATED --> VALAPP
VALDATA --> VALAPP
FACTORDATA --> VALAPP
SECSTMTDATA --> VALAPP
SECNOTESDATA --> VALAPP
SECNOTESMODEL --> VALAPP
FUND --> VALAPP
VALAPP --> RELMULT
VALAPP --> CASHVAL
VALAPP --> ASSETVAL
VALAPP --> GRAHAMVAL
VALAPP --> QUALITYVAL
VALAPP --> CLASSICVAL
VALAPP --> FACTORVAL
FACTORDATA --> FACTORATTR
FACTORATTR --> FACTORVAL
VALAPP --> INCOMEVAL
CAPRETURN --> BUYBACKVAL
SECSTMTDATA --> BUYBACKVAL
VALAPP --> BUYBACKVAL
VALAPP --> FORWARDVAL
MACRO --> COSTCAP
FACTORATTR --> COSTCAP
VALAPP --> COSTCAP
FORWARDEST --> REVDCF
COSTCAP --> REVDCF
VALAPP --> REVDCF
FORWARDEST --> EXPLDCF
COSTCAP --> EXPLDCF
VALAPP --> EXPLDCF
SECSTMTDATA --> SECFINQUAL
VALAPP --> SECFINQUAL
SECSTMTDATA --> SECALTMAN
VALAPP --> SECALTMAN
SECSTMTDATA --> SECBENEISH
VALAPP --> SECBENEISH
VALAPP --> COMMODITYVAL
ENERGYVIEW --> COMMODITYINV
COTPOS --> COMMODITYINV
VALAPP --> COMMODITYINV
SECSTMTDATA --> SEGMENTFOUND
SECNOTESDATA --> SEGMENTFOUND
SECNOTESMODEL --> SEGMENTFOUND
SEGMENTFOUND --> VALAPP
SEGMENTFOUND --> SEGMENTVAL
VALAPP --> SEGMENTVAL
OWNERSHIPMA --> MNAVAL
VALAPP --> MNAVAL
VALAPP --> MOMCONFIRM
CONTRACT --> OUTCOME
CURATED --> OUTCOME
OUTCOME --> RESTACK
OUTCOME --> COVERAGETRIAGE
OUTCOME -. "today's matured evaluation feed" .-> TRAINSTATUS
COVERAGETRIAGE -. "positive, inverse/risk, validate-in-stack, and low-sample review buckets" .-> RESTACK
COVERAGETRIAGE -. "triage before any manual promotion" .-> STACKPROMOTE
RESTACK -. "research-only challenger weights" .-> MACHINE
RESTACK -. "visible training review" .-> REPORT
RESTACK -. "five research challengers refreshed; one h21 policy review-ready; no production promotion" .-> TRAINSTATUS
RESTACK -. "promote only after gates pass" .-> STACKPROMOTE
TRAINSTATUS -. "gated by operator review, leakage, sector/stability, and horizon date checks" .-> STACKPROMOTE
PRICEFACTOR -. "disabled for rank cutoff" .-> CONTRACT
PRICEFACTOR -. "visible in deep dive" .-> REPORT
PRICEFACTOR -. "machine research output" .-> MACHINE
PRICEFACTOR -. "promote when validated" .-> PRICEPROMOTE
HISTALPHA -. "disabled for rank cutoff" .-> CONTRACT
HISTALPHA -. "visible in deep dive" .-> REPORT
HISTALPHA -. "machine research output" .-> MACHINE
HISTALPHA -. "promote when validated" .-> ALPHAPROMOTE
MACROVIEW -. "disabled for rank cutoff" .-> CONTRACT
CENSUSVIEW -. "disabled for rank cutoff" .-> CONTRACT
ENERGYVIEW -. "disabled for rank cutoff" .-> CONTRACT
BEAVIEW -. "disabled for rank cutoff" .-> CONTRACT
TRADEVIEW -. "disabled for rank cutoff" .-> CONTRACT
IDVIEW -. "disabled for rank cutoff" .-> CONTRACT
SECXBRLVIEW -. "disabled for rank cutoff" .-> CONTRACT
SECNOTESMODEL -. "disabled review-only component rows" .-> CONTRACT
SEGMENTFOUND -. "disabled review-only component rows" .-> CONTRACT
SEGMENTFOUND -. "feature evidence and SOTP readiness" .-> MACHINE
SEGMENTVAL -. "disabled for rank cutoff" .-> CONTRACT
SECFINQUAL -. "disabled for rank cutoff" .-> CONTRACT
SECALTMAN -. "disabled for rank cutoff" .-> CONTRACT
SECBENEISH -. "disabled for rank cutoff" .-> CONTRACT
MNAVAL -. "disabled for rank cutoff" .-> CONTRACT
OWNERCONTROL -. "disabled for rank cutoff" .-> CONTRACT
ANALYSTVIEW -. "disabled for rank cutoff" .-> CONTRACT
RELMULT -. "disabled for rank cutoff" .-> CONTRACT
CASHVAL -. "disabled for rank cutoff" .-> CONTRACT
ASSETVAL -. "disabled for rank cutoff" .-> CONTRACT
GRAHAMVAL -. "disabled for rank cutoff" .-> CONTRACT
QUALITYVAL -. "disabled for rank cutoff" .-> CONTRACT
CLASSICVAL -. "disabled for rank cutoff" .-> CONTRACT
FACTORVAL -. "disabled for rank cutoff" .-> CONTRACT
FACTORATTR -. "disabled review-only component rows" .-> CONTRACT
FACTORATTR -. "training and attribution only" .-> MACHINE
INCOMEVAL -. "disabled for rank cutoff" .-> CONTRACT
BUYBACKVAL -. "disabled for rank cutoff" .-> CONTRACT
FORWARDVAL -. "disabled for rank cutoff" .-> CONTRACT
COSTCAP -. "disabled for rank cutoff" .-> CONTRACT
REVDCF -. "disabled for rank cutoff" .-> CONTRACT
EXPLDCF -. "disabled for rank cutoff" .-> CONTRACT
COMMODITYVAL -. "disabled for rank cutoff" .-> CONTRACT
COMMODITYINV -. "disabled for rank cutoff" .-> CONTRACT
MOMCONFIRM -. "disabled for rank cutoff" .-> CONTRACT
MACROVIEW -. "visible in deep dive" .-> REPORT
CENSUSVIEW -. "visible in deep dive" .-> REPORT
ENERGYVIEW -. "visible in deep dive" .-> REPORT
BEAVIEW -. "visible in deep dive" .-> REPORT
TRADEVIEW -. "visible in deep dive" .-> REPORT
IDVIEW -. "visible in deep dive" .-> REPORT
SECXBRLVIEW -. "visible in deep dive" .-> REPORT
SECSTMTDATA -. "source coverage in data-flow map" .-> REPORT
SECNOTESDATA -. "source coverage in data-flow map" .-> REPORT
SECNOTESMODEL -. "visible SEC note evidence" .-> REPORT
SEGMENTFOUND -. "visible segment/SOTP evidence" .-> REPORT
SEGMENTVAL -. "visible in deep dive" .-> REPORT
SECFINQUAL -. "visible in deep dive" .-> REPORT
SECALTMAN -. "visible in deep dive" .-> REPORT
SECBENEISH -. "visible in deep dive" .-> REPORT
MNAVAL -. "visible in deep dive" .-> REPORT
OWNERCONTROL -. "visible ownership/control evidence" .-> REPORT
ANALYSTVIEW -. "visible in deep dive" .-> REPORT
FORWARDEST -. "visible as valuation input" .-> REPORT
CAPRETURN -. "visible as valuation input" .-> REPORT
OWNERSHIPMA -. "visible as risk/value evidence" .-> REPORT
COTPOS -. "visible as commodity exposure evidence" .-> REPORT
FUTURECURVE -. "visible as curve source evidence" .-> REPORT
RELMULT -. "visible in deep dive" .-> REPORT
CASHVAL -. "visible in deep dive" .-> REPORT
ASSETVAL -. "visible in deep dive" .-> REPORT
GRAHAMVAL -. "visible in deep dive" .-> REPORT
QUALITYVAL -. "visible in deep dive" .-> REPORT
CLASSICVAL -. "visible in deep dive" .-> REPORT
FACTORVAL -. "visible in deep dive" .-> REPORT
FACTORDATA -. "source coverage in data-flow map" .-> REPORT
FACTORATTR -. "visible attribution evidence" .-> REPORT
INCOMEVAL -. "visible in deep dive" .-> REPORT
BUYBACKVAL -. "visible in deep dive" .-> REPORT
FORWARDVAL -. "visible in deep dive" .-> REPORT
COSTCAP -. "visible in deep dive" .-> REPORT
REVDCF -. "visible in deep dive" .-> REPORT
EXPLDCF -. "visible in deep dive" .-> REPORT
COMMODITYVAL -. "visible in deep dive" .-> REPORT
COMMODITYINV -. "visible in deep dive" .-> REPORT
MOMCONFIRM -. "visible in deep dive" .-> REPORT
RELPROMOTE -. "future champion/challenger weights" .-> CONTRACT
MACROVIEW -. "promote when validated" .-> MACROPROMOTE
CENSUSVIEW -. "promote when validated" .-> CENSUSPROMOTE
ENERGYVIEW -. "promote when validated" .-> ENERGYPROMOTE
BEAVIEW -. "promote when validated" .-> BEAPROMOTE
TRADEVIEW -. "promote when validated" .-> TRADEPROMOTE
IDVIEW -. "promote when validated" .-> IDPROMOTE
SECXBRLVIEW -. "promote when validated" .-> SECXBRLPROMOTE
SEGMENTFOUND -. "promote when validated" .-> SEGMENTPROMOTE
SEGMENTVAL -. "promote when validated" .-> VALPROMOTE
SECFINQUAL -. "promote when validated" .-> VALPROMOTE
SECALTMAN -. "promote when validated" .-> VALPROMOTE
SECBENEISH -. "promote when validated" .-> VALPROMOTE
MNAVAL -. "promote when validated" .-> VALPROMOTE
SEGMENTPROMOTE -. "future champion/challenger weights" .-> CONTRACT
OWNERCONTROL -. "promote when validated" .-> OWNERPROMOTE
OWNERPROMOTE -. "future champion/challenger weights" .-> CONTRACT
ANALYSTVIEW -. "promote when validated" .-> ANALYSTPROMOTE
HISTALPHA -. "evaluated when horizons mature" .-> OUTCOME
RELMULT -. "promote when validated" .-> VALPROMOTE
CASHVAL -. "promote when validated" .-> VALPROMOTE
ASSETVAL -. "promote when validated" .-> VALPROMOTE
GRAHAMVAL -. "promote when validated" .-> VALPROMOTE
QUALITYVAL -. "promote when validated" .-> VALPROMOTE
CLASSICVAL -. "promote when validated" .-> VALPROMOTE
FACTORATTR -. "promote when validated" .-> FACTORPROMOTE
FACTORPROMOTE -. "future champion/challenger weights" .-> CONTRACT
FACTORVAL -. "promote when validated" .-> VALPROMOTE
INCOMEVAL -. "promote when validated" .-> VALPROMOTE
BUYBACKVAL -. "promote when validated" .-> VALPROMOTE
FORWARDVAL -. "promote when validated" .-> VALPROMOTE
COSTCAP -. "promote when validated" .-> VALPROMOTE
REVDCF -. "promote when validated" .-> VALPROMOTE
EXPLDCF -. "promote when validated" .-> VALPROMOTE
COMMODITYVAL -. "promote when validated" .-> COMMODITYPROMOTE
COMMODITYINV -. "promote when validated" .-> COMMODITYPROMOTE
COMMODITYPROMOTE -. "future champion/challenger weights" .-> CONTRACT
MOMCONFIRM -. "promote when validated" .-> VALPROMOTE
VALDATAGAP -. "feeds new provider/API requests" .-> VALDATA
VALDATAGAP -. "future normalized inputs" .-> VALAPP
MACROPROMOTE -. "future champion/challenger weights" .-> CONTRACT
CENSUSPROMOTE -. "future champion/challenger weights" .-> CONTRACT
ENERGYPROMOTE -. "future champion/challenger weights" .-> CONTRACT
BEAPROMOTE -. "future champion/challenger weights" .-> CONTRACT
TRADEPROMOTE -. "future champion/challenger weights" .-> CONTRACT
IDPROMOTE -. "future champion/challenger weights" .-> CONTRACT
SECXBRLPROMOTE -. "future champion/challenger weights" .-> CONTRACT
ANALYSTPROMOTE -. "future champion/challenger weights" .-> CONTRACT
PRICEPROMOTE -. "future champion/challenger weights" .-> CONTRACT
ALPHAPROMOTE -. "future champion/challenger weights" .-> CONTRACT
STACKPROMOTE -. "future champion/challenger weights" .-> CONTRACT
CONTRACT -. "date coverage and score-backfill readiness" .-> SCOREHIST
SCOREHIST -. "feeds consolidated promotion gate" .-> PROMOREADY
COVERAGETRIAGE -. "component-level training candidates and orientation checks" .-> PROMOREADY
RELTRAIN -. "feeds consolidated promotion gate" .-> PROMOREADY
RESTACK -. "feeds consolidated promotion gate" .-> PROMOREADY
CONTRACT --> ENSEMBLE
SCOREHIST -. "optimizer history gate evidence" .-> PAPER
PROMOREADY -. "operator review and promotion blockers" .-> REPORT
PROMOREADY --> PROMOREPORT
ENSEMBLE --> PAPER
ENSEMBLE --> THESISBOARD
ENSEMBLE --> WATERFALL
CONTRACT -. "latest champion and review-only rows" .-> REVIEWBOARD
THESISBOARD --> REPORT
WATERFALL --> REPORT
REVIEWBOARD --> REPORT
ENSEMBLE --> REPORT
PAPER --> REPORT
CONTRACT --> MACHINE
ENSEMBLE --> MACHINE
HEALTHCTRL --> HTML
HEALTHCTRL -. "operator state, source readiness, source-access checks, and credential gaps" .-> REPORT
HEALTHCTRL --> SOURCEREPORT
OUTCOME --> COVERAGEREPORT
COVERAGETRIAGE --> COVERAGEREPORT
CONTRACT --> COVERAGEREPORT
HEALTHCTRL --> APPHEALTHREPORT
APPSTEPLOG --> APPHEALTHREPORT
RAW --> STORAGEREPORT
CURATED --> STORAGEREPORT
HEALTHCTRL --> STORAGEREPORT
RAW --> FRESHREPORT
CURATED --> FRESHREPORT
SQLSTATCTRL --> FRESHREPORT
HEALTHCTRL --> FRESHREPORT
RATECTRL --> EFFREPORT
DEDUPCTRL --> EFFREPORT
RAW --> EFFREPORT
HEALTHCTRL --> EFFREPORT
HEALTHCTRL --> HEALTHREPORT
APPSTEPLOG -. "per-step runtime and failure evidence" .-> REPORT
PUBLICGUARD --> REPORT
PUBLICGUARD --> HTML
PUBLICGUARD --> PROMOREPORT
PUBLICGUARD --> SOURCEREPORT
PUBLICGUARD --> COVERAGEREPORT
PUBLICGUARD --> APPHEALTHREPORT
PUBLICGUARD --> STORAGEREPORT
PUBLICGUARD --> FRESHREPORT
PUBLICGUARD --> EFFREPORT
PUBLICGUARD --> HEALTHREPORT
HTML --> REPORT
class FMP,SEC,NEWS,GOV,MACRO,BLS,TREASURY,CENSUS,FACTORSRC,ENERGY,CFTC,FUTURES,TRADE,IDS,LEGACY source
class RAW,CURATED,CONTRACT,GRAPHSTORE storage
class SCHEDULECTRL,CREDCTRL,RATECTRL,DEDUPCTRL,APPSTEPLOG,SQLSTATCTRL,HEALTHCTRL,PUBLICGUARD,SCOREHIST,PROMOREADY control
class MARKOV,NEURAL,FUND,GOVRISK,NEWSAGG,GOVSIGNAL weighted
class SECDETAIL,NEWSDETAIL,FORECASTER,RELGRAPH,RELTRAIN,RELSCORE,VISAPP,MACROVIEW,CENSUSVIEW,BLSLABOR,ENERGYVIEW,BEAVIEW,TRADEVIEW,IDVIEW,SECXBRLVIEW,SECSTMTDATA,SECNOTESDATA,SECNOTESMODEL,SEGMENTFOUND,OWNERCONTROL,ANALYSTVIEW,VALDATA,FMPBULKDATA,FACTORDATA,FORWARDEST,CAPRETURN,OWNERSHIPMA,COTPOS,FUTURECURVE,COMMODITYVAL,COMMODITYINV,PRICEFACTOR,HISTALPHA,VALAPP,OUTCOME,RESTACK,RELMULT,CASHVAL,ASSETVAL,GRAHAMVAL,QUALITYVAL,CLASSICVAL,FACTORVAL,FACTORATTR,INCOMEVAL,BUYBACKVAL,FORWARDVAL,COSTCAP,REVDCF,EXPLDCF,SECFINQUAL,SECALTMAN,SECBENEISH,SEGMENTVAL,MNAVAL,MOMCONFIRM review
class RELPROMOTE,MACROPROMOTE,CENSUSPROMOTE,ENERGYPROMOTE,BEAPROMOTE,TRADEPROMOTE,IDPROMOTE,SECXBRLPROMOTE,SEGMENTPROMOTE,OWNERPROMOTE,ANALYSTPROMOTE,PRICEPROMOTE,ALPHAPROMOTE,FACTORPROMOTE,COMMODITYPROMOTE,VALPROMOTE,STACKPROMOTE,TRAINSTATUS,VALDATAGAP gap
class FMPBULKGAP review
class ENSEMBLE,PAPER,THESISBOARD,WATERFALL decision
class REVIEWBOARD review
class REPORT,HTML,PROMOREPORT,SOURCEREPORT,COVERAGEREPORT,APPHEALTHREPORT,STORAGEREPORT,FRESHREPORT,EFFREPORT,HEALTHREPORT,MACHINE output| Source / Layer | What Data Is It? | Application Or Model | Status In Rank | What It Decides | Report Evidence |
|---|---|---|---|---|---|
| FMP market/fundamental API | Prices, profiles, statements, ratios, fundamentals, calendars, some analyst/news data | Fundamental Research; Markov Stock State Engine; Stock Valuation Model Lab | Core fundamental blend weighted today; valuation lab review-only | Valuation, quality, liquidity, dilution, peer set, price history, multi-horizon states, separated valuation-school evidence | Fundamental Value, Price History, Markov Detail, Peer Comparison, Decision And Valuation Review Models |
| Valuation data foundation | FMP analyst estimates, dividends, beneficial ownership, M&A event parties/dates/SEC links, CFTC COT rows, EIA inventory/energy signals, Databento futures curves, SEC annual statement facts | Stock Valuation Model Lab | Visible/review-only; disabled for champion rank | Forward estimate value, capital return, private-market M&A activity, commodity carry/value, commodity inventory/positioning value, cost-of-capital, reverse-DCF and explicit scenario DCF context, SEC financial quality, Altman solvency, and Beneish accounting quality | Decision And Valuation Review Models, Capital Return, M&A Private-Market Activity, Commodity Carry/Value, Commodity Inventory/Positioning, SEC Statement Quality/Altman/Beneish, Explicit DCF Scenario |
| SEC EDGAR | Filing metadata, official links, submission history, filing text, XBRL company facts | SEC/Governance Aggregate; SEC Modular Families | Aggregate weighted; modular families visible/review-only | Governance risk, related-party/control language, material-weakness/restatement risk, filing evidence status | SEC Filing Metadata, Governance Risk, SEC Modular Review Signals |
| News/event feeds | Factual headlines, company events, opinion and forecast articles, publisher and author attribution | News/Event Intelligence; Event Family Split; Forecaster Reliability Overlay | Aggregate weighted; event families and forecaster reliability mostly review-only | Event score, factual vs opinion/forecast classification, publisher/author reliability hooks | Recent News And Event Influence, News Review Signals, Forecaster Track Record |
| Government trade disclosures | Government and congressional buy/sell filings, amounts, dates, filer identity | Government Trade Signal | Weighted today, intentionally small | Recent buy/sell pressure and filer track-record weighted signal | Government Trade Evidence, Government Trade Signal In Top 15 |
| Curated price lake | Point-in-time adjusted-close history by symbol | Markov/Neural models; paper ledger; outcome evaluators | Weighted today and used for training outcomes | Up/flat/down probabilities, expected returns, trailing returns, paper-position returns | Markov Multi-Horizon Detail, Neural Horizon, Price History, Paper Positions |
| Curated historical prices | Old adjusted-close and volume histories | Historical Price Factor Lab | Visible/review-only; disabled for champion rank | Momentum, reversal, volatility, trend, drawdown, and liquidity alpha trained/tested on old data | Historical Price Factor Lab summary; Decision And Valuation Review Models |
| Curated historical fundamentals, events, and filings | Old quarterly statements, ratios, key metrics, earnings surprises, dividends, and SEC filing metadata | Historical Alpha Model Lab | Visible/review-only; disabled for champion rank | Fundamental-factor, earnings-surprise, dividend-policy, and filing-event alpha trained/tested on old data | Historical Alpha Model Lab summary; Decision And Valuation Review Models |
| FRED/ALFRED, BEA, EIA | Macro vintages, economic accounts, input-output data, energy series | Macro graph signals; energy graph signals; Stock Decision Visibility Models | Visible/review-only; disabled for champion rank | Sector/entity/macro exposures, input-output dependency, energy/commodity pressure | Decision Visibility Review Models; Relationship context |
| UN Comtrade and OECD TiVA | Country-commodity import/export observations; country-country export/import/value-added partner shares | Trade/Value-Chain Graph; Relationship Graph; Stock Decision Visibility Models | Visible/review-only; disabled for champion rank | Commodity trade dependency, import origin exposure, export-market dependence, and foreign value-added exposure | Relationship context; future Trade/Value-Chain review signals |
| OpenFIGI and GLEIF | Security identifiers, legal entities, LEI/ISIN relationships, parent-child links | Identity and relationship graph; Stock Decision Visibility Models | Visible/review-only; disabled for champion rank | Identifier integrity, issuer/security matching, corporate structure complexity | Identity/Corporate Structure Risk row in Decision Visibility Review Models |
| Provider control plane | Credential readiness, source readiness with raw-asset landing evidence, source-access checks, candidate provider smokes, provider request efficiency, entitlement recovery, rate policies, request leases, bandwidth guard, request cache, fetch coverage, task idempotency, scheduled-application step summaries, and pipeline health | Daily Updater; Scheduled Application Wrapper; Source Readiness; Provider Request Efficiency; Source Access Checks; Candidate Provider Smoke; Pipeline Health; Source Expansion Workers | Operational gate, not a rank signal | Prevents missing credentials, repeated calls, provider overrun, stale queues, active entitlement retry loops, silent access failures, and public report buildup | Data-flow diagram, latest pipeline health, scheduled-application JSON summaries, source/provider readiness context |
| Component training coverage | Component signals, current eligibility, matured outcome evaluations, enabled outcome-covered inputs, review-only outcome-covered inputs, sparse inputs, awaiting-outcome inputs, and centralized promotion-triage buckets | Component Signal Coverage report; Model Promotion Readiness; Stock Opportunity Ensemble research stack | Operational training gate, not a rank signal | Shows which model inputs can be trained, which need more outcome history, and which review-only families have enough evidence for validation work | D:/Public Reports/Component_Signal_Coverage.html; research.component_signal_coverage_operator_view; research.component_signal_promotion_triage_operator_view; promotion-readiness report |
| SEC XBRL companyfacts | Official fact tags, values, filing dates, periods, units | SEC XBRL Reconciliation Signal | Visible/review-only; disabled for champion rank | Missing/stale facts, leverage anomalies, cash/liability pressure, FMP-vs-SEC mismatch | SEC XBRL Reconciliation row in Decision Visibility Review Models |
| Opinion and forecast attribution | Forecast origin, organization, author, event key, matured hit rate, signed return capture | Analyst/Forecaster Alpha | Visible/review-only; disabled for champion rank | Which forecasters appear helpful or harmful before promotion | Analyst/Forecaster Alpha row plus Forecaster Track Record Context |
| Relationship graph | Companies, sectors, people, policy, macro, commodities, SEC concepts, news events, model-signal entities | Relationship Graph; Relationship Family Weight Training; Relationship Exposure Score | Visible/review-only bridge until enough validated outcomes exist | Graph exposure observations, relationship families, trained challenger weights, review-only component signals | Relationship context and future Relationship Exposure promotion |
| research.component_signal | Normalized score, confidence, horizon, freshness, eligibility for each model input | Stock Opportunity Ensemble | Only champion-weighted rows affect rank | Weighted contribution, missingness, eligibility, aggregate rank | Thesis, Decision Matrix, Component Contribution Waterfall, Review-Only / Under-Used Evidence Board, Weighted Components, Top 15 Rank |
| Paper strategy ledger | Recommendation runs, positions, outcomes, strategy definitions | Paper Strategy Optimizer | Evaluates strategy, does not silently promote | Which top <=15 candidates to track and how strategy variants perform | Paper Strategy Top 15, Open Paper Positions, optimizer reports |
Current Decision Gates
- Freshness gate: stale data stays visible but lowers trust.
- Eligibility gate: excluded/review rows can be shown for research but do not become clean paper candidates.
- Missingness gate: missing component-horizon rows score neutral with reduced confidence and are shown explicitly.
- Weight gate: every model enters the ensemble through
research.ensemble_policy_weight, not hidden report logic. - Outcome gate: challenger weights and paper strategies must mature through observed forward returns before promotion.
- Provider gate: required credentials, provider leases, cache/coverage checks, and bandwidth limits must pass before acquisition expands.
Diagram-First Separation Rules
- Every important diagram box should map to one application, one model family, or one report-output contract.
- A box is not treated as a real rank input until it publishes
research.component_signalrows and has visible champion or challenger weights. - Rich evidence can appear in the report before it is rank-weighted, but the table must label it as review-only or under-used.
- New data sources should first land in raw/curated storage, then get a separate model box, then enter the ensemble only after outcome tracking exists.
Trainable Weight Review
Production Challenger
- Challenger status:
insufficient_data - Reason:
minimum_training_rows_not_met - Matured training rows:
266 - Distinct matured dates:
14
Research Challenger Expansion
- Research status:
challengers_created - Research challengers refreshed/created:
9 - Research scope/horizon skips:
3 - Reason:
- New weighting policies remain challengers until their time-ordered validation record supports promotion.
Paper Strategy Top 15
| Paper Rank | Symbol | Opportunity Rank | Score | Confidence | Expected Return | Sector |
|---|---|---|---|---|---|---|
| No candidates passed the current paper-policy gates |
Government Trade Signal In Top 15
| Symbol | Gov Score | Confidence | Recent Buys | Recent Sells | Top Filers |
|---|---|---|---|---|---|
| No candidates passed the current paper-policy gates |
Open Paper Positions
| Symbol | Opened | Entry Price | Latest Price | Paper Return | Strategy |
|---|---|---|---|---|---|
| No open paper positions |
Machine Outputs
- Parquet:
D:\DataLake\exports\applications\stock_opportunity_ensemble\latest\stock-opportunity-scores.parquet - PostgreSQL:
research.stock_opportunity_latest - Latest preview or active shortlist:
paper.recommendation_latest - Active paper shortlist only:
paper.active_recommendation_latest
On-Demand Deep Dive
.\scripts\get-stock-opportunity-report.ps1 -Symbol AAPL
Full Top 15 Stock Deep Dives
The following sections include every registered evidence layer currently available to the report: thesis, model decision data, fundamentals, liquidity/dilution, peers, SEC/governance, news/events, price history, Markov/neural horizons, government-trade evidence, forecaster track records, and verification notes.
No paper-strategy candidates passed the current policy gates.